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Capasso Planning Partners’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Capasso Planning Partners’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,484
Closed -$307K – 107
2023
Q3 		$307K Buy
+9,484
New +$312K 0.16% 72

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Capasso Planning Partners's PSEP Position: Q4 2023 in Review

Capasso Planning Partners sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2023, closing a stake of 9,484 shares — an estimated $307K sold.

Capasso Planning Partners first reported a position in PSEP in Q3 2023 and held it in 1 quarter. The position peaked at $307K in Q3 2023. 160 funds tracked by Wall St. Rank hold PSEP as of Q4 2023.

  • Capasso Planning Partners reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2023 after selling out during the quarter.
  • Capasso Planning Partners sold 9,484 Innovator US Equity Power Buffer ETF September shares in Q4 2023, an estimated $307K.
  • Capasso Planning Partners first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2023 and held it in 1 quarter.
  • Capasso Planning Partners's Innovator US Equity Power Buffer ETF September position peaked at $307K in Q3 2023.
  • 160 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2023.

Based on Capasso Planning Partners's 13F filing for Q4 2023, filed 26 Jan 2024.